March Powers, April Sours? 3/31/22

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March Powers, April Sours? 3/31/22

FromHalftime Report

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52 minutes

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Mar 31, 2022

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Podcast episode

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The major averages on pace for their first positive month of the year. Scott Wapner and the Investment Committee debate the great bounce-back in March and whether April will see more gains. Or, have the gains been pulled forward? And later, Jim Cramer calls in to debate AMD and Intel, the Committee have some differing opinions!

Released:

Mar 31, 2022

Format:

Podcast episode

Titles in the series (100)

Halftime Report is on the front lines of CNBC’s market coverage. CNBC’s Scott Wapner and the Street’s top investors get to the heart of the action as it’s happening and help set the agenda for the rest of the day. Halftime Report airs weekdays 12-1PM ET on CNBC TV.

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Delta, Disney, and your Dollars: Scott Wapner and the Investment Committee debate Disney’s big earnings beat and what it means for the stocks. Plus, what do the numbers say about the reopening trade. And later, we take a look at next week’s flood of retail earnings reports, what should you buy ahead of the news. And, Pete Najarian has his latest trades in Unusual Activity. by Halftime Report
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Impact of Fed Taper on Stocks: Growing support for a faster taper from the Fed. Scott Wapner and the Investment Committee debate what that would mean for stocks – rally on? Or, is a correction more likely? Wharton School’s Jeremy Siegel tells us where he sees stocks and inflation going from here. Plus, the investment committee making a ton of moves in this markets. And, it’s a big week for retail earnings. How to play it ahead of the results. by Halftime Report
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Record Highs & Fed in Focus: Frank Holland, filling in for Scott Wapner today, is joined by the Investment Committee to discuss one of the most important weeks of the year. Jerome Powell and the Fed are getting ready to speak about the state of the economy and Fed policy. The Committee shares their moves ahead of the news and talk about how you should position your portfolio for the months ahead. Plus, the investment committee making a lot of moves – they reveal their latest buys and sell. by Halftime Report
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Apple’s Big Event: What’s Riding on it: Scott Wapner and the Investment Committee debate Apple’s big event today, and whether a sell the news reaction could be catalyst for a broader correction. Jim Cramer and Wharton Professor Jeremy Seigel join us to weigh in on that, inflation and the rolling correction that taking place in this market. And later, NFL Linebacker Brandon Copeland, who just signed with the Atlanta Falcons, is with us to discuss his new Netflix style education platform for high school students, called Emile. by Halftime Report
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Taper Coming: Your Next Money Move: Fed Chair Powell signaling policy makers may start to pull back on stimulus this year but rate hikes are not imminent. Brian Sullivan, in for Scott Wapner, and the investment committee debate what that means for the markets and your portfolio from here. Plus, should you stick with the tech trade with tapering on the horizon? Plus, two major sectors of the reopening soaring this week, but both still well off their highs. Is it time to buy? And, Pete Najarian reveals his newest trades in Unusual Activity. by Halftime Report
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Chip Stocks Signaling a Warning?: Scott Wapner and the investment committee debate if the recent weakness in the semis is signaling a warning sign for the overall market. Plus, the trade on Apple following reports of iPhone production cuts. Plus, a bullish call on one red-hot retail stocks that’s doubled this year. And, the committee reveal their new stock buys. by Halftime Report
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Late Summer Rebound 8/31/23: Scott Wapner and the investment committee debate what fall might hold for your money as stocks continue to rally back from their August upset. The call of the day is an upgrade of Arista Networks; Citi calling it an "early AI play." The chart of the day is a dive for Dollar General. And we get you set up for ChargePoint earnings next week. Investment Committee Disclosures by Halftime Report
45 min listen
Is an October Rollover Coming?: Scott Wapner and the Investment Committee debate what the final three months of this year will bring. The Committee discuss The Fed, Earnings, the names they like and so much more. Plus, Tom Lee joins us to defend his continued bullish stance on the market. And later, Steve Weiss calls in to give us his thoughts on Moderna falling today. by Halftime Report
44 min listen
Big Jobs Miss: What it Means for Stocks: Scott Wapner and the Investment Committee debate the state of stocks after a jobs miss and a volatile week. Morgan Stanley’s Chris Toomey tells us why it may be time to get cautious. Plus, we cover the Calls of the Day on Home Depot and Lowe’s, what do the downgrades mean to the sector. And later, Pete Najarian shares some Unusual Activity in 2 big names. Earnings season kicks off next week. The committee get you ready with trades ahead of the results by Halftime Report
45 min listen
The Most Critical Stretch of the Year Begins 3/6/23: Scott Wapner and the Investment Committee discuss what could be the most critical stretch of the year for stocks. Thirteen trading days that will likely hold the key to where your money heads from here. Plus, a Call of the Day on Apple, Goldman Sachs initiating a buy on the stock, the Investment Committee debate if now is the time to buy. And later, a Chart of the Day on Nat Gas, Joe Terranova explains why you should own more oil than gas at these levels. Investment Committee Disclosures by Halftime Report
45 min listen
The Road Ahead for Your Money 11/4/22: Scott Wapner and the Investment Committee debate the true state of stocks and the road ahead for your money. Plus, an earnings round up on some fintech stocks, the Committee weigh in on these names. And later, we look ahead to key earnings next week. by Halftime Report
45 min listen
Fed Game-Changer for Stocks? 4/6/22: Scott Wapner and the Investment Committee debate if the Fed is about to change the landscape for stocks. Also, Citi and Goldman hitting new lows as the big banks get ready to report earnings next week. Plus, the committee answer your questions in Ask Halftime. by Halftime Report
45 min listen
Cramer's Morning Take: Palo Alto Networks 8/21/23: Jim Cramer and Jeff Marks discuss what stocks are in good position to be bought with the S&P Oscillator showing oversold market conditions. Plus, Jim breaks down the latest earnings report from Palo Alto Networks and what it means for the company’s near-term outlook. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake CNBC Investing Club Disclaimer by Squawk on the Street
4 min listen
Cramer's Morning Take: Fitch Downgrades U.S. Debt 8/2/23: Jim Cramer and Jeff Marks discuss AMD after it reported quarterly results and Fitch downgrading U.S. long-term rating to AA+ from AAA. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake CNBC Investing Club Disclaimer by Squawk on the Street
4 min listen
The Amazing, Resilient Stock Market 5/10/24: Scott Wapner and the Investment committee discuss the record-setting stock market getting close to another major milestone. Plus, some Committee stocks are enjoying win streaks, we discuss what to do with them from here. And later, a Call of the Day on Target, the Committee discuss retail and the consumer. Investment Committee Disclosures by Halftime Report
43 min listen
The Big Week Ahead 7/21/23: Scott Wapner and the Investment Committee debate the rally’s most critical week as earnings and the Fed take center stage in the days ahead. Plus, we’ve got a Chart of the Day on American Express, Stephanie Link owns it and calls in to discuss. And later, some Calls of the Day on travel names like Uber and Marriott, the investment Committee break it all down. Investment Committee Disclosures by Halftime Report
46 min listen
Cramer's Morning Take: Big Tech 7/17/23: Jim Cramer and Jeff Marks discuss the so-called Magnificent 7 stocks leading this year’s market rally following a report from Citigroup. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake CNBC Investing Club Disclaimer by Squawk on the Street
3 min listen
The Rally Resumes 7/28/23: Scott Wapner and the Investment Committee discuss the renewed rally and whether it’s about to enter a new phase following Apple and Amazon Earnings next week. Plus, we’ve got a Chart of the Day on Intel. And a Call of the Day on Uber. The Investment Committee break it all down. Investment Committee Disclosures by Halftime Report
46 min listen
Near-Term Peak for S&P?: Scott Wapner and the Investment Committee debate a big call from Fundstrat, Wall Street’s most bullish firm, that the S&P could hit a near term peak this week. Tom Lee joins us to break down the call and the Committee discuss how to trade it. Plus, NVIDIA earnings after the bell, how is the Committee positioning themselves ahead of the call. And later, we break down the EV space, which names are worth a look, and which ones should you stay away from. by Halftime Report
45 min listen

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March Powers, April Sours? 3/31/22

March Powers, April Sours? 3/31/22

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